We are live on ! Find out more
CVX icon

Chevron
CVX

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
3026
Sentinus LLC
Illinois
$399K +$45.1K +288 +14%
PWM
3027
Puff Wealth Management
New Jersey
$399K – – –
CFS
3028
Coordinated Financial Services
Colorado
$398K +$783 +5 +0.2%
CFSG
3029
Clark Financial Services Group
Missouri
$398K +$2.66K +17 +0.7%
BTD
3030
BankPlus Trust Department
Mississippi
$397K -$18.9K -121 -5%
RWM
3031
Rialto Wealth Management
New York
$396K -$108K -688 -23%
HFS
3032
Hopwood Financial Services
Virginia
$395K +$17.2K +110 +5%
CPA
3033
Capital Performance Advisors
California
$394K +$369K +2,356 New
HPM
3034
Hoxton Planning & Management
West Virginia
$394K +$26.3K +168 +8%
HFP
3035
Holistic Financial Partners
Indiana
$392K -$84.1K -537 -19%
NPPM
3036
North Point Portfolio Managers
Ohio
$392K +$367K +2,343 New
SFG
3037
Sather Financial Group
Texas
$392K – – –
RW
3038
Rede Wealth
Virginia
$390K +$157 +1 +0%
RCWM
3039
Royal Capital Wealth Management
Indiana
$390K +$2.04K +13 +0.6%
FSBI
3040
Fearless Solutions (Best Invest)
Texas
$389K +$3.6K +23 +1%
WWC
3041
Waypoint Wealth Counsel
Georgia
$389K +$15.3K +98 +4%
PAS
3042
PKS Advisory Services
New York
$389K +$12.2K +78 +3%
LJAC
3043
L.J. Altfest & Co
New York
$389K -$6.73K -43 -2%
SIM
3044
SSI Investment Management
California
$388K -$313 -2 -0.1%
TCM
3045
TruNorth Capital Management
Michigan
$388K +$139K +885 +62%
CAM
3046
Concorde Asset Management
Michigan
$388K +$99.9K +638 +33%
MWA
3047
Medallion Wealth Advisors
Connecticut
$388K +$14.7K +94 +4%
LCM
3048
Liberty Capital Management
Michigan
$387K +$95.8K +612 +36%
RFS
3049
Richardson Financial Services
Massachusetts
$387K +$1.1K +7 +0.3%
SJL
3050
Shayne & Jacobs LLC
Tennessee
$387K – – –
120 121
122
123 124